Sell PEO services by generating leads, qualifying prospects, negotiating pricing and contracts, managing executive-level client relationships for retention and profitability, supporting product/marketing, representing the company at industry events, and traveling locally or nationally.

Advise individuals and businesses on comprehensive financial plans; recommend investments and insurance; grow and manage a book of business through referrals and centers of influence; coordinate with clients' other advisors; maintain client files and submit sales paperwork.

Leads product strategy, portfolio roadmaps, commercialization, pricing, go-to-market execution, and measurable business outcomes. Manages Product Managers and a Product Designer while aligning Engineering, Finance, Sales, Marketing, Compliance, Legal, Operations, and Customer Success. Drives market research, competitive intelligence, customer discovery, executive communication, product adoption, revenue growth, and lifecycle decisions across financial services products.